Founder, CEO & CIO of Morgan Creek Capital; Alternative Thinking About Investments Managing Partner of Morgan Creek Digital; Bitcoin Edge OCM

Chapel Hill, NC
The greatest wealth is created by being an early investor in #Innovation Making that investment requires believing in something before the majority of people understand it You will be mocked, ridiculed & criticized for your non-consensus action It is absolutely worth it!
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Stay Current 🌊
New @digitalcurrents 🤖 🎙️ Bitcoin's Rally Meets AI's New Cold War @MarkYusko & I on BTC's rally amid stalled crypto bills, AI infra cracks (Nscale, Oracle), Alibaba's full-stack AI bet + 3 companies worth more than 45 yrs of tech IPOs 🤯 piped.video/4rfUowpMVag
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Just Math
A guy on Bitcointalk drew this in Excel in 2013 when bitcoin was $25. He never touched it again. It’s still 100% right ,let's see what it predicts... On the 13th Feb 2013 a user called dacoinminster dumps whatever price history he can find into a spreadsheet, lets Excel fit a power trendline, and writes it down: Price = 4.42 × 10⁻¹⁷ × (days since Jan 3, 2009)^5.6 He wasn’t building a theory of money. He was arguing 2011 had been the bubble and 2013 wasn’t. The line said about $27 that week. Price was $25. Nobody refit it. No “updated for this cycle.” Same two numbers for 13 and a half years. Let's take a look at how this formula predicts Bitcoin's price in the near future. Detailed explanation in first comment below and see chart as well pls. 👇👇👇
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This is not, I repeat, not, QE… 😂
The Fed is printing money to buy US Treasury bills... more than during Covid. - Covid: ~$320B - Last 9 months: ~$355B Everyone is talking about the Fed hike... no one is talking about Warsh printing money Covid-style to buy UST bills. At the same time, Bessent is issuing more UST bills to buy back US long-term debt. In other words, the Treasury buyback is nothing else than QE in disguise. We don't own enough hard assets for what's coming.
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I resemble that remark… 😂
this guy literally explained the truth about the "ADHD superpower"
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Free Markets = Edge
The freest economy in American history produced the greatest explosion of living standards the world had ever witnessed, and the people who benefited most were the poor. Between 1870 and 1900, real GDP per capita roughly doubled. Steel output went from 77,000 tons in 1870 to over 11 million tons by 1900. Kerosene dropped so cheap that even working-class families could light their homes at night. Carnegie drove down steel prices while paying wages that rose faster than inflation. The market did that. No regulator in Washington achieved this. Federal spending in 1870 sat at roughly 3.7% of GDP. Congress had no income tax until 1913. The regulatory state was microscopic. Capital formation exploded precisely because entrepreneurs kept what they built. But there is a villian here: the progressive revision of this history. Academics frame the Gilded Age as a catastrophe of exploitation, demanding the state as savior. The numbers destroy that story. Real wages for unskilled labor rose 50% between 1860 and 1890. Infant mortality fell. Life expectancy climbed. What about technology? Could some important things have been invented during that time? Only AC power, the lightbulb, the telephone, the camera, the automobile, the airplane... nothing really important. Property rights worked. Contract enforcement worked. Sound money, anchored to gold, kept capital allocation honest and prevented governments from inflating savings into dust. The progressives arrived after 1900 and systematically dismantled each pillar: the income tax in 1913, the Federal Reserve in 1913, regulatory agencies multiplying through the 1920s. Growth slowed. Then the Fed contracted the money supply and Congress passed Smoot-Hawley, and you got 1929. The state caused that collapse and later blamed it on the free market.
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Reminder Money is an asset that exists in the absence of a liability Everything you think is money is actually just credit Gold is Money Bitcoin is Money
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Digital Gold
🔥 MARK YUSKO: BITCOIN DOES WHAT GOLD CAN’T @MarkYusko says gold may preserve value, but Bitcoin can be divided into satoshis and moved instantly in a way physical gold cannot. “because it's incredibly divisible and incredibly portable” Ft. @BitcoinMagazine
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Permissionless = Edge
⚡ BITCOIN REMOVES THE PERMISSION LAYER FROM MONEY @MarkYusko says Bitcoin lets people move value directly without banks or other financial intermediaries controlling access. “if I have a bitcoin, which I do, and I want to send it to you, I can send it with no permission”
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Mark W. Yusko - Two Point One Quadrillion retweeted
Replying to @MarkYusko
Watch our full interview with @MarkYusko to hear why Bitcoin stands to gain from a slew of macro tailwinds here: piped.video/watch?v=kZH_jQ3B…
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Mark W. Yusko - Two Point One Quadrillion retweeted
NEW: Hedge Fund founder @MarkYusko explains why Bitcoin entered a new accumulation phase: "You don't actually get a lot of big spikes in bull markets. You get them in bear markets." ⬇️
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Liquidity Drives Markets 🌊
Santiago Capital CEO Brent Johnson: "Bitcoin is the best pure play speculation on global liquidity." "If the global monetary authorities print enough money, then Bitcoin can go a lot higher."
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Really enjoyed this conversation. Thanks for having me back on the show. 🙏🏼🧡
Last year, Morgan Creek Capital founder @MarkYusko warned us all before Bitcoin's big move lower Now, he joined us on Coinage to explain why $BTC is on a war path to new all-time highs: "The only thing you should really own in a devaluation trend, are hard assets" ⬇️
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Genius of Satoshi
Total dollar-denominated mining rewards paid out to bitcoin miners over time with halving datapoints plotted. Even though 4X more coins were mined every day in 2016 the total $ value was 40X lower than today.
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Price is a Liar
Howard Marks: “Pursuing quality regardless of price is…one of the riskiest - rather than safest - of investment approaches.” Many investors see rising stock prices and think investing is safer. Experienced investors know it's riskier. Price relative to value determines risk.
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Study Bitcoin 🧡
I updated Lowest Price Forward. The current trajectory puts $1,000,000 no later than 2034 - 8 years. If you want to study medicine, you go to medical school. If you want to study law, you go to law school. If you want to study Bitcoin investing, you study The Bitcoin Investment Handbook. Less than 20 boxed/signed copies remain. They will be gone before holiday shopping season. Drop a hint to your significant other ASAP so you can get one.
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Digital Gold 🧡
🔥 MARK YUSKO: BITCOIN DOES WHAT GOLD CAN’T @MarkYusko says gold may preserve value, but Bitcoin can be divided into satoshis and moved instantly in a way physical gold cannot. “because it's incredibly divisible and incredibly portable” Ft. @BitcoinMagazine
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Must See TV
This week on BMTV! Guests: @biancoresearch - Jim Bianco @jvisserlabs - Jordi Visser @JSeyff - James Seyffart @adam3us - Adam Back @giancarloMKTS - Chris Giancarlo @SantiagoAuFund - Brent Johnson @pboockvar - Peter Boockvar @JeffBooth - Jeff Booth @StocktonKatie - Katie Stockton Catch us LIVE weekdays 9:30-11:30 AM ET
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Just Math
🚨 MARK YUSKO SEES BITCOIN GOING FROM 20X TO 10X TO 5X @MarkYusko says Bitcoin’s upside may diminish in percentage terms as the network matures, without breaking the long-term growth trend. 📽️: @BitcoinMagazine
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Stay Current 🌊
New @DigitalCurrents w/ @MarkYusko 🎙️ Rates are climbing, CLARITY Act fails, and Buffett steps away from Berkshire after a defining run. + Jensen says no to AI regulation and the Misery Index speaks ▶️ piped.video/8nvmRZSqdDs 🎧 open.spotify.com/episode/2nD…
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